I’ve realized its been way to long since I last published. The world has been on a long pause, and with so many changes afoot its time to re-broaden my writing and research focus.
This circular was originally conceived as a long form way to catalog my thinking about the global entrepreneurial opportunity - Covid lockdowns and Zoom and Whatsapp capitalism makes all investing ultra global.
I’m also interested deeply in way more than just what is going on globally. So i’m redefining my scope to the most important areas of change that are afoot with global scope.
We sit in a climate crisis that affects everyone on the planet, not just in major ecosystems. That’s ultra global, and solutions will be born from technologists in every country for the benefit of everyone in the world. Our lives depend upon it.
At the same time, not every solution needs to be computational in nature. I originally trained as a Biochemist and in Bioinformatics at Oxford University and Imperial college London. That training gave me the foresight to invest in Benchling in 2013 with directional conviction that the ability for us to rationally engineer biology was going to be a significant industrial wave. It is now.. and Benchling powers the industry like GitHub powers Software. One of the most exciting areas is when Biology displaces Chemistry, or where the products of Biology can never be engineered by nature or Chemistry. Examples include
I’m going to return to a focus which combines my three interests - national monopolies, the climate crisis and synthetic biology in this newsletter, which means i’m going to publish a lot more.
Not for an audience but for myself. Because I want to.
Say hi if its been a while.
Sumon